Argosy Minerals Limited · ASX:AGY
Argosy Minerals — Global Chinese Financial Forum - Shenzhen 2016
21 slides from Argosy Minerals's conference presentation, Dec 7, 2016
Slide 1: ASX cover letter: Investor Presentation – Shenzhen Global Chinese Financial Forum
For personal use only 7 December 2016 The Manager ASX Market Announcements Australian Securities Exchange Limited Dear Sir/Madam Investor Presentation – Shenzhen Global Chinese Financial Forum Please find attached a copy of the Company’s Investor Presentation document forming part of an investor roa
Slide 2: Global Chinese Financial Forum - Shenzhen Investor Presentation December 2016
For personal use only Global Chinese Financial Forum - Shenzhen Investor Presentation December 2016 ASX Code: AGY www.argosyminerals.com.au
Slide 3: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of For personal use only shares in any jurisdiction. This presentation may
Slide 4: Company Overview
Company Overview Lithium brine projects in Lithium Triangle with pilot plant development works commenced Advanced lithium brine projects in world’s most prolific lithium producing region – the “Lithium For personal use only • Triangle” in Argentina: – Rincon – JV with pre-eminent lithium processing
Slide 5: Corporate Overview
Corporate Overview Corporate Structure For personal use only ASX Code: AGY Shares on Issue 744.75M Options on Issue 12.5M exercisable at $0.09, expiring 13/6/2017 Share Price 2.4c (@ 5/12/2016) Market Capitalisation $17.9M (@ 2.4 cents) Cash ~$3m (November 2016) 6-month share price Significant Direc
Slide 6: Directors & Management
Directors & Management Alex Molyneux – Non-Executive Chairman For personal use only Mr. Molyneux is an experienced resources industry executive. Mr. Molyneux currently serves as CEO of uranium producer, Paladin Energy Limited. He is a Co-Founder of Azarga Resources Group and Non-Executive Chairman o
Slide 7: Lithium 101: brine vs. hard-rock production
Lithium 101: brine vs. hard-rock production Most lithium production comes from lower cost brine production For personal use only • Global lithium production predominantly delivered from brines • Significantly lower extraction cost than hard rock lithium deposits Argosy is focusing on brine projects
Slide 8: Argosy in the “Lithium Triangle”
Argosy in the “Lithium Triangle” World’s most prolific lithium producing region For personal use only 49% of Global Lithium Production from the “Lithium Triangle” which holds approximately 70% of World’s Lithium Reserves 7
Slide 9: Rincon Project: Recent History and Overview
Rincon Project: Recent History and Overview A significant opportunity to achieve near-term lithium production • Binding JV Agreement executed September 2016 For personal use only – Argosy to earn up to a 90% interest in the Project – Partnership with Argentinian lithium processing expert Pablo Alurr
Slide 10: Rincon Project: Location and Infrastructure
Rincon Project: Location and Infrastructure A significant opportunity to achieve near-term lithium production • The Project lies within Salta Province, ~3700m ASL, serviced by For personal use only city of Salta with population of 600,000 • The region is known for its evaporation rates, given UV is
Slide 11: Rincon Project: Development Milestones
Rincon Project: Development Milestones A significant opportunity to achieve near-term lithium carbonate production For personal use only Stage 1 - AGY to earn Stage 2 - AGY to earn Stage 3 - AGY to earn 50% interest (underway) 77.5% interest 90% interest Pilot plant to produce up to 100-150t of Comp
Slide 12: Rincon Project: Key Partners & Expertise
Rincon Project: Key Partners & Expertise Pablo Alurralde & Process Flow Sheet • Partnership with Argentinian lithium expert Pablo Alurralde For personal use only – Chemical Engineer and Master of Philosophy, former director of FMC Argentina operations – 15 years’ experience producing lithium carbona
Slide 13: Other Projects in the “Lithium Triangle”
Other Projects in the “Lithium Triangle” Targeting delineation of JORC Resources • Mina Teresa Project: promising historical sample values, further test-work For personal use only required to determine potential production strategies • Pocitos Project: targeting near-term trenching/pitting/sampling
Slide 14: Australian Projects
Australian Projects A strong lithium and copper-gold (& cobalt) project pipeline in Australia For personal use only Copper-Gold-Cobalt – Queensland • Wee MacGregor Project: JORC 2012 compliant Mineral Resource estimate completed • Right to earn up to an 80% interest in the Project pursuant to the te
Slide 15: Investment Summary
Investment Summary • Strategically positioned for strong, long-term growth in lithium For personal use only • A significant opportunity to achieve near-term lithium production, with well-defined development pathway at Rincon Project • Strategic focus on the world-class “Lithium Triangle” – one of th
Slide 16: For personal use only
For personal use only ASX Code: AGY www.argosyminerals.com.au
Slide 17: Argentina: Re-connecting with the Global Economy
Argentina: Re-connecting with the Global Economy Positive macro-economic developments underpin strong growth outlook • New President (Maurico Macri) and new Government For personal use only elected in December 2015 • Most export duties and trade controls abolished: – Removal of 5% duty on high grade
Slide 18: Lithium – The Perfect Storm of Demand and Supply
Lithium – The Perfect Storm of Demand and Supply “Lithium is the new gasoline” The Keys to Lithium Growth For personal use only Lithium Carbonate Price in China • Lower lithium-ion battery costs (now down to around US$200- kWhr) set to make electric vehicles (EVs) more affordable • Several experts s
Slide 19: Lithium…Why?
Lithium…Why? Ask the Experts Tesla Shakes Up Market for Lithium For personal use only • ‘In order to produce half a million cars a year…we would basically need to absorb the entire world’s lithium-ion production,’ Elon Musk said in March. Lithium-Ion Will Be Tough To Beat, Says Argonne Battery Whiz
Slide 20: Lithium – The Perfect Storm of Demand and Supply
Lithium – The Perfect Storm of Demand and Supply “Lithium is the new gasoline” Lithium Demand Forecasts to 2025 For personal use only • Goldman Sachs – "Growth in EV applications alone could triple the size of the entire lithium market from 160,000 mt today to 470,000 mt by 2025. That is based on 22
Slide 21: Jerko Zuvela - Managing Director
For personal use only Jerko Zuvela - Managing Director T +61 8 9226 4500 Level 3, 216 St Georges Terrace PERTH WA 6000 Australia Email: jerko@argosyminerals.com.au ASX Code: AGY www.argosyminerals.com.au
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